See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,806 | $210,648-56.9% | $177,989-49.0% | $145,922-37.8% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 14.80% | 385.86%-371.1pp | 294.48%-279.7pp | 561.29%-546.5pp |
| Employer contribution / active EE | $431 | $4,565-90.6% | $3,949-89.1% | $4,660-90.8% |
| Participant deferral / active EE | $11,131 | $6,958+60.0% | $6,276+77.3% | $6,688+66.4% |
| Admin fee / account holder | $2,067 | $12,013-82.8% | $10,363-80.1% | $13,397-84.6% |